Michael O'Connor Portfolio
Invests via Capasso Planning Partners LLC | Managed by Dan Callahan, Charles Capasso
Invests via Capasso Planning Partners LLC
Managed by Dan Callahan, Charles Capasso
Automatically Tracked
Michael O'Connor Profile
Michael O'Connor stands out as an accomplished entrepreneur and investor with a track record of building innovative companies across multiple sectors. With extensive experience in scaling early-stage startups, he brings unique insights into market dynamics and consumer behavior. Michael has played pivotal roles in fostering growth through strategic partnerships and operational excellence, positioning his ventures for long-term success. His leadership extends beyond founding companies; he actively mentors emerging leaders and engages with the investment community to foster entrepreneurial spirit. As a recognized figure within tech innovation circles, he leverages his expertise to drive significant business transformations.
Michael O'Connor stands out as an accomplished entrepreneur and investor with a track record of building innovative companies across multiple sectors. With extensive experience in scaling early-stage startups, he brings unique insights into market dynamics and consumer behavior. Michael has played pivotal roles in fostering growth through strategic partnerships and operational excellence, positioning his ventures for long-term success. His leadership extends beyond founding companies; he actively mentors emerging leaders and engages with the investment community to foster entrepreneurial spirit. As a recognized figure within tech innovation circles, he leverages his expertise to drive significant business transformations.
Investment Philosophy & Strategy
Growth opportunities abound in the fast-evolving landscape of technology and innovation, where strategic foresight is paramount. Michael O'Connor employs an entrepreneurial lens to identify untapped markets that align with his investment approach. Leveraging his extensive experience scaling startups, he prioritizes companies demonstrating transformative potential through disruptive solutions. His engagement within tech communities fosters collaborative environments that enhance operational efficiencies and drive competitive differentiation. By nurturing strong relationships with emerging leaders, there is a focus on building resilient business models capable of sustaining growth amidst industry shifts.
Growth opportunities abound in the fast-evolving landscape of technology and innovation, where strategic foresight is paramount. Michael O'Connor employs an entrepreneurial lens to identify untapped markets that align with his investment approach. Leveraging his extensive experience scaling startups, he prioritizes companies demonstrating transformative potential through disruptive solutions. His engagement within tech communities fosters collaborative environments that enhance operational efficiencies and drive competitive differentiation. By nurturing strong relationships with emerging leaders, there is a focus on building resilient business models capable of sustaining growth amidst industry shifts.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.9%
Gain +0.09%
Monthly
0.72%
Yearly
9.04%
Drawdown
18.82%
$198.24M
Equity
Holdings
$198.24M
Investment
$159.46M
$77.13M
Profit +$349,654.11
Realized
$38.35M
Unrealized
$38.78M
Dividends
$18.32M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$349,654.11
Win %
72%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.58M
Win %
72%
This Month
Compared to last month
Gain
-0.42%
Profit
-$836,897.4
Win %
72%
This Year
Compared to last year
Gain
1.43%
Profit
$2.8M
Win %
73%
OCTM
OCTM
+6.62%
+$47.1 AOCT
AOCT
+6.42%
+$39.04 DECM
DECM
+3.2%
+$73.72 FEBM
FEBM
+2.96%
+$11.88 
AAPL Apple Inc.
+1.45%
+$91,157.64 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.01 
CVX Chevron Corporation
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
-$0.03 
IBM International Business Machines Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
+$0.01 
LLY Eli Lilly and Company
0%
$0 
MSFT Microsoft Corp.
0%
-$0.03 
MU Micron Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVNV Avantis All International Markets Value ETF
0%
-$0.52 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DDEC FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DMAR FT Vest US Equity Deep Buffer Fund
0%
+$1.12 
DNOV FT Vest US Equity Deep Buffer Fund
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DOCT FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
-$0.01 
ESGU iShares ESG Aware MSCI USA ETF
0%
+$0.04 
FBND Fidelity Total Bond ETF
0%
$0 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
0%
+$0.87 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FLHY Franklin High Yield Corporate Bond Fund
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FNOV FT Vest US Equity Buffer ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
+$0.01 
ICOW Pacer Developed Markets International ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWM iShares Russell 2000 ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
REET iShares Global REIT ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
-$0.01 
SCHF Schwab International Equity ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.02 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
+$0.2 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.09 
VGK Vanguard FTSE Europe ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
+$0.01 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
GDEC FT VEST US Equity Moderate B Fund
0%
+$1.06 
MARM Ftv Estus Max Buff ETF March
0%
$0 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
0%
-$2.28 
BRK-B Berkshire Hathaway Inc.
0%
$0 NOVM
NOVM
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1635 | Longs Won 1067/1635 65% | Profit Factor 5.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $309,448.14 |
| Average Win $87,020.44 | Best Trade (Sep 03) $6.35M | Sharpe Ratio -55.41 |
| Average Loss -$27,678.07 | Worst Trade (Sep 30) -$689,253.6 | Z-Score -4.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $47,174.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,531 | $4.34M | $6.37M | - | $2.03M | 46.77% | +1.453% |
| ABBV AbbVie Inc. | 4,987 | $856,032.56 | $1.25M | - | $392,363.15 | 45.84% | 0.0 |
| ABT Abbott Laboratories | 3,291 | $442,133.76 | $363,227.67 | - | -$78,906.09 | -17.85% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 2,452 | $309,118.45 | $396,807.16 | - | $87,688.71 | 28.37% | 0.0 |
| AMZN Amazon.com Inc | 4,777 | $961,289.1 | $1.25M | - | $286,988.77 | 29.85% | 0.0 |
| AOCT AOCT | 24,460 | $608.07 | $647.11 | - | $39.04 | 6.42% | +6.42% |
| AVDV Avantis International Small Cap Value ETF | 31,059 | $1.91M | $3.45M | - | $1.54M | 80.79% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 63,709 | $3.72M | $6.02M | - | $2.3M | 61.76% | 0.0 |
| AVGO Broadcom Inc. | 530 | $200,207.5 | $207,987.9 | - | $7,780.4 | 3.89% | 0.0 |
| AVNV Avantis All International Markets Value ETF | 2,590 | $212,975.7 | $225,010.91 | - | $12,035.21 | 5.65% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 6,558 | $655,762.33 | $840,932.34 | - | $185,170.01 | 28.24% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 5,096 | $2.07M | $2.54M | - | $465,927.28 | 22.48% | 0.0 |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 36,710 | $1.03M | $1.11M | - | $86,177.4 | 8.4% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 385,702 | $12.92M | $14.41M | - | $1.49M | 11.49% | 0.0 |
| BUFS First Trust Lunt Domestic Downside Mitigation ETF | 21,882 | $499,784.88 | $556,021.62 | - | $56,236.74 | 11.25% | 0.0 |
| BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF | 22,820 | $507,516.8 | $548,134.12 | - | $40,617.32 | 8% | 0.0 |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 8,176 | $221,978.4 | $327,285.27 | - | $105,306.87 | 47.44% | 0.0 |
| COWZ Pacer US Cash Cows 100 ETF | 5,142 | $280,187.58 | $359,528.64 | - | $79,341.06 | 28.32% | 0.0 |
| CRWD CrowdStrike Holdings, Inc. | 1,116 | $212,916.06 | $238,712.4 | - | $25,796.34 | 12.12% | 0.0 |
| CVX Chevron Corporation | 2,157 | $338,306.58 | $437,223.9 | - | $98,917.32 | 29.24% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael O'Connor?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $23M, The Trade Desk, Inc. Class A - $5.88M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $2.9M, Apple Inc - $2.63M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.57M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Plug Power Inc - $1.32M, West Pharmaceutical Services, Inc - $696,177.27, Tesla, Inc - $511,420.28, Vanguard Real Estate ETF - $339,578.08, and iShares Global REIT ETF - $219,617.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael O'Connor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.32M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.29M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.75M, Vanguard Intermediate-Term Corporate Bond Fund - $1.04M, SPDR Portfolio Intermediate Term Treasury ETF - $1.03M, and SPDR Portfolio S&P 1500 Composite Stock Market ETF - $958,826.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael O'Connor's monthly returns?
Michael O'Connor's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael O'Connor's strategy be considered aggressive or moderate?
Michael O'Connor's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael O'Connor's strategy?
Michael O'Connor's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
